DBX Earnings

Dropbox Announces Fiscal 2025 Second Quarter Results

Published August 07, 2025 at 08:04 PM

SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its second quarter ended June 30, 2025. “We delivered a strong quarter in Q2, underscoring the durability of our business and making progress on our key product initiatives,” said Drew Houston, Dropbox Co-Founder and Chief Executive Officer. “We’re seeing early signs of stability in our Core FSS business, even at more efficient investment levels. At the same time, Dash—powered by AI—continues to b

Related Questions

How does the reported revenue and earnings compare to analysts' consensus expectations? How is the AI‑powered Dash product performing in terms of revenue contribution, growth rate, and margin impact? What were the changes in customer metrics—such as total subscriptions, churn rate, and average revenue per user (ARPU)—and how do they compare to the prior quarter? Are there any notable risks, such as churn, competitive pressure, or macro‑economic factors, highlighted in the release that could affect future performance? What are the long‑term strategic implications of the AI‑driven initiatives and how might they shape Dropbox’s market positioning and revenue mix? What is the expected impact on the stock price and valuation multiples (P/E, EV/EBITDA, price-to-sales) given the results and guidance? How did operating expenses (including sales, marketing, R&D) trend versus revenue, and what does it imply about cost efficiency? How does Dropbox’s Q2 performance compare to its main competitors (e.g., Box, Microsoft OneDrive, Google Drive) in terms of growth, profitability, and AI product rollout? What guidance did Dropbox provide for the next quarter and FY2025, and how does it compare to prior guidance? What were the growth rates and margins for the Core FSS business, and what does the CEO mean by "stability" at more efficient investment levels?